Endowment Wealth Management’s Rubrik RBRK Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$448K	Sell	5,000 -3,000	-38%	-$269K	0.23%	81
2025 Q1	$488K	Sell	8,000 -2,021	-20%	-$123K	0.31%	69
2024 Q4	$655K	Buy	+10,021	New	+$655K	0.44%	57